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Cornell University

Maximo - Standard Operating Procedures

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Below is a list of standard operating procedures (SOP's) & training videos related to Maximo and EZMaxMobile (EMM). As of 7/1/2024 these are no longer updated. Please refer to the Maximo How-Tos for the most up to date information.

SOPs

Administration

A1 - Employee Administration

Customer Service/ EMCS

C1 - Emergency SR Dispatch
C2 - Pest SR Dispatch

iOS/iPad Device and EZMaxMobile Setup

E1 - Setup of an iOS Device
E2 - Setup of Cornell E-mail on an iOS Device
E3 - EZMaxMobile Install and Setup on an iOS Device

FM Procurement Group

P1 - Create a Desktop Requisition in Maximo
- P1a - Create a Desktop Requisition in Maximo for Tools
P2 - Review, Edit, and Submit a Draft Desktop Requisition
P3 - Request for Quotation or to Fill an eShop Cart using PR Application
P4 - Create a Maximo PO from a PR and Place Order
P5 - Receive on a Maximo PO

Preventive Maintenance

PM1 - PM Work Order Status Change Request
PM2 - PM Turn off Process

Reference Information

REF1 - Maximo Facilities Management GL Account Information
REF2 - Maximo SR Classifications, Service Groups, Services
REF3 - Maximo SR and WO Status Definitions
REF4 - How to find WO and PM Info about assets in Maximo
REF5 - Maximo WO Work Types
REF6 - Person Groups
REF7 - Maximo Searching Tips 
REF8 - Viewing SR and WO Cost Information in Maximo
REF9 - Maximo Crews
REF10 - Priority Levels
REF11 - SR Classification and Resolution-Closure

FC1 - SR Workflow Overview (non-emergency RMS SRs for FCS)

Trades

Maximo Specific

T3 - Submit a Material Requisition in Maximo
- T3a - Submit a Material Requisition in Maximo for Consumables
T7 - Enter Labor and Work Logs in Maximo
T8 - Enter Condition Monitoring Readings on a WO in Maximo

EZMaxMobile (EMM) Specific

T1 - Submit a Material Requisition in EZMaxMobile (.pdf)
T2 - Look Up Material Order Information in EZMaxMobile (.pdf)
T4 - View and Record Information on a Work Order (EMM) (.pdf)
- T4a - Enter Condition Monitoring Readings on a WO in EZMaxMobile (.pdf)
T5 - EZMaxMobile Offline Functionality (.pdf)
T6 - EZMaxMobile Work Order Searching Tips (.pdf)
T9 - Order Consumable Items in EZMaxMobile (.pdf)
T10 - How to use My Work Schedule view in EZMaxMobile (.pdf)-  
REF T1 - View Floor Plans and Asbestos Survey Information from EZMaxMobile (.pdf)

Unit Facility Representatives (UFR's)

U1 - Evaluate and Triage a Service Request
- U1a - Repairs as a Result of Compliance and Related Inspections
- U1b - Fume Hood Hibernation-Un-Hibernation
U2 - Create and Submit a Service Request in Maximo
U3 - Triage Emergency Service Request
U4 - Prepare Internally Issued Service Request
U5 - Complete Work Order on Internally Issued SR
U6 - Submit a Change Order for an Existing SR

Zone Management

Z1 - Evaluate and Triage a Service Request
- Z1a - Repairs as a Result of Compliance and Related Inspections
- Z1b - Fume Hood Hibernation-Un-Hibernation
Z2 - Assign Work Order in WO Tracking - Foreperson
Z3 - Assign Work Order in Assignment Manager - Foreperson
Z4 - Assigning Children Work Orders - Foreperson
Z5 - Receive a Change Order Request
Z6 - Reviewing Unresolved SRs in Maximo